Ever Source Wealth Advisors, LLC Cbiz, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Cbiz, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 722 shares of CBZ stock, worth $37,428. This represents 0.0% of its overall portfolio holdings.
Number of Shares
722
Previous 272
165.44%
Holding current value
$37,428
Previous $20,000
155.0%
% of portfolio
0.0%
Previous 0.0%
Shares
8 transactions
Others Institutions Holding CBZ
# of Institutions
288Shares Held
49.2MCall Options Held
6.1KPut Options Held
4.7K-
Vanguard Group Inc Valley Forge, PA5.08MShares$263 Million0.01% of portfolio
-
Black Rock Inc. New York, NY3.53MShares$183 Million0.01% of portfolio
-
Morgan Stanley New York, NY3.25MShares$169 Million0.02% of portfolio
-
Capital Research Global Investors Los Angeles, CA2.99MShares$155 Million0.04% of portfolio
-
Eaton Vance Management Boston, MA2.42MShares$126 Million0.15% of portfolio
About CBIZ, Inc.
- Ticker CBZ
- Exchange NYSE
- Sector Industrials
- Industry Specialty Business Services
- Shares Outstandng 51,402,000
- Market Cap $2.66B
- Description
- CBIZ, Inc. provides financial, insurance, and advisory services in the United States and Canada. The company operates through three segments: Financial Services, Benefits and Insurance Services, and National Practices. The Financial Services segment offers accounting and tax, financial advisory, valuation, risk and advisory, and government healt...